About Canopy Tax
Canopy Tax is a private company based in South Jordan, Utah. It has reported $155,851,123 raised in eight offerings on Form D since July 2014. Its chief executive is Davis Bell.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Apr 10, 2025 | Apr 24, 2025 | $36,477,141fully sold | 10 | $3.6M | EquityRule 506(b) | Form D ↗ |
| Apr 25, 2024 | May 9, 2024 | $19,999,966fully sold | 18 | $1.1M | EquityRule 506(b) | Form D ↗ |
| Mar 17, 2021 | Mar 30, 2021amended Aug 5, 2021 | $22,033,848fully sold | 17 | $1.2M | EquityRule 506(b) | Form D/A ↗1 earlier filing |
| Jan 24, 2020 | Feb 7, 2020 | $8,000,000fully sold | 11 | $727K | Convertible promissory notesRule 506(b) | Form D ↗ |
| Mar 16, 2018 | Mar 28, 2018amended May 17, 2018 | $41,724,987of $43.7M target | 12 | $3.4M | EquityRule 506(b) | Form D/A ↗1 earlier filing |
| Feb 27, 2017 | Mar 14, 2017 | $18,616,181of $19.8M target | 7 | $2.6M | EquityRule 506(b) | Form D ↗ |
| Jun 4, 2015 | Jun 19, 2015 | $7,000,000of $7.9M target | 2 | $3.5M | EquityRule 506(b) | Form D ↗ |
| Jul 7, 2014 | Jul 22, 2014 | $1,999,000fully sold | 5 | $399K | EquityRule 506(b) | Form D ↗ |
| Total, eight offerings | $155,851,123 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Canopy Tax's Form D filed Apr 24, 2025.
Earlier filings also listed Steven Lula (director, last listed May 2024), Joshua Harmsen (director, last listed May 2024), Chad Packard (director, last listed May 2024), Brian Crofts (director, last listed May 2024), Stewart Gollmer (director, last listed Aug 2021), Jordan Ray (executive officer and director, last listed Aug 2021), David Yoo (director, last listed Aug 2021) and Rodney Gilbert (director, last listed May 2018).